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Portfolio (Quarterly) Guide ↗

SALEM INVESTMENT COUNSELORS INC

· CIK 0000884423
13F Portfolio $4.0B AUM 1,244 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 64 New 174 Added 223 Reduced 57 Exited
Page 50 of 63  ·  1,244 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 LMND LEMONADE INC Financial Services 96.0 $6K +66.0 +220.0% $65.05 -17.5%
982 PPTA PERPETUA RESOURCES CORP Basic Materials 300.0 $6K -4K -93.5% $20.76 +24.1%
983 PLUG PLUG PWR INC Industrials 2,298.0 $6K $2.71 -19.9%
984 DRI DARDEN RESTAURANTS INC Consumer Cyclical 30.0 $6K -12.0 -28.6% $206.03 +6.2%
985 BXSL BLACKSTONE SECD LENDING FD Financial Services 250.0 $6K +125.0 +100.0% $24.48 +1.8%
986 LSCC LATTICE SEMICONDUCTOR CORP Technology 40.0 $6K NEW $152.97 -22.0%
987 PLD PROLOGIS INC. Real Estate 45.0 $6K $135.49 +5.2%
988 BK BANK OF NY MELLON CORP Financial Services 41.0 $6K $144.63 -0.6%
989 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 34.0 $6K $173.15 -4.9%
990 QQQJ INVESCO EXCH TRADED FD TR II 129.0 $6K $45.44 +0.8%
991 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 591.0 $6K -190.0 -24.3% $9.91 -27.0%
992 REMX VANECK ETF TRUST 66.0 $6K $88.50 -11.8%
993 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 52.0 $6K $111.81 -8.4%
994 AVAV AEROVIRONMENT INC Industrials 35.0 $6K NEW $165.09 -11.0%
995 ASTS AST SPACEMOBILE INC Technology 65.0 $6K +15.0 +30.0% $88.86 -32.6%
996 RBLX ROBLOX CORP Technology 106.0 $6K $54.39 -30.9%
997 DKNG DRAFTKINGS INC NEW Consumer Cyclical 225.0 $6K $25.26 -1.9%
998 OVL LISTED FDS TR 100.0 $6K NEW $56.61 +1.5%
999 GRAB GRAB HOLDINGS LIMITED Technology 1,500.0 $6K $3.77 -3.4%
1000 ICVT ISHARES TR 46.0 $6K $121.76 -5.1%
Page 50 of 63  ·  1,244 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.4%
Consumer Cyclical 16.7%
Healthcare 9.5%
Financial Services 9.1%
Industrials 6.2%
Communication Services 5.7%
Consumer Defensive 4.5%
Energy 2.1%
Basic Materials 1.5%
Utilities 0.8%